Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

The Philadelphia office is seeking a Financial Associate to work within the Escrow Department. We currently offer a hybrid work schedule, 3 days in the office, 2 days’ work from home.

Accurate and timely processing of escrow/trust account related transactions including the recording of Trust receipts and the preparation of Trust disbursements

Monitor and manage escrow and trust accounts via online banking websites

Assist with weekly and monthly reconciliations to ensure proper handling of all trust funds

Provide excellent customer service to the Firm’s attorneys and other staff members relating to escrow/trust account related inquires and transactions

Bachelor’s degree in Accounting or Finance is not required, but is a plus

Ability to work in a detail oriented environment

Proficient in MS Excel and MS Outlook

Prior law firm experience and working knowledge of Aderant Expert are a major plus

Strong analytical and communication skills, initiative, and accuracy are a must

Must be proactive, work well as part of a team, operate well under pressure and work well in a fast paced environment

Customer service oriented and professional demeanor required

Flexibility to work a minimal amount of overtime when needed

The salary range for this role is $55,000 - $60,000 and represents the Firm’s good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate’s relevant experience, qualifications and location.

Known for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.

Cozen O’Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.

Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.